Automationzcom
The value IloT brings to industrial
and manufacturing enterprisesNese Pelee ey
If you have sat for any presentation related to the Industrial Internet of Things (lloT), you have
probably heard the phrase ‘IloT will be a game changer’ so much that it's bordering on cliché.
Like us, you might have even asked yourself, “Well, that’s nice in theory, but where's the real,
tangible value?’ That's why the team at Automation.com, your trusted source for automation news,
formation and innovation, hi Sie ato aoe eee]
‘examples of how some organizations are already leveraging the advanced technologies and finding
Pree eae
(Our intent is to help you determine how the Industrial Internet of Things can bring real value to
your organization. Whether your interest is process control, manufacturing, energy conservation, or
just to see the latest in lloT innovation, this eBook has a trove of information for you to peruse in a
convenient digital format, so your organization can remain on the cutting edge of its industry.
This ebook includes:
cisions on IloT-based
National Instruments’ guide for manufacturers on how to make informe
Honeywell's analysis of lloT as a tool for plant and asset management
detailed value-based analysis of
Endress+Hauser's in-depth look a
Process industry
al effice
»strum
B4+B SmartWorx’ case study using an IloT gateway to improve energy efficiency for an Irish university
If your organization is heavily fo reducin simply trying to improve
De esr
Peace ae Sete ee coe
Le ee Lee Cae ee ae ee eee
keeping you and your organization in the know and on the cutting
jecom Pace 2CONTENTS
Impact of the Industrial Internet of Things on Manufacturing
Page 4
A Real-World Approach to the IIOT For Process Reliability
Page 9
How Flowmeters Perform Self-Verification
Page 16
Making Modbus Data Available on the Internet of Things
Page 21
SCADA Systems vs IloT Solutions
Page 24
2017: State of The lloT
Page 29
NATIONAL Endress+Hauser (2)
INSTRUMENTS: dress+ Hause
BB SMARTWORX
Powores ’Y WON zen OPTO 22Impact of the Industrial Internet of
Things on Manufacturing
By Chris Davis, National Instruments
Abstract
US. tured the
lobal importance of the oT to manufacturing when she
said that “advanced manufacturing is the engine driving the
future of both (U.S. and German} economies” at Hannover
Messe 20
onsidera
cretary of Commerce Penny Pritzker c
In this article, we'll review some coner
8 to keep in mind when integrating an
modern tech giants AT&T, Cisco, General Electric, Intel,
and IBM, and now expanded to over 200 members —
has put forth a complete reference architecture as a
resource [for] the adoption of the Industrial Internet
around the world.’ Figure 1 presents a high-level
illustration of this three-tiered architecture, where
‘embedded measurement and control devices are
being pushed further towards the Edge Tier, where the
manufacturing equipment lives today.
lloT-based solution in a manuf
uring &
uot quality
to improve safety, uptime, and px
lude building
‘These considerations inc ona secure
open platform with flexible conn
sensor to system, data:
entric networking,
2 to tie it all together
Nell further discuss how Airbus’ research and
unified softw:
development of
some of these consider
cyber-physical smart tools used to build safer
aircraft more efficiently than ever
Article
Industrie 4.0, Made in China 2025, Smart Nation
‘Singapore—these are all government-backed initiatives
to drive economic growth and innovation in their
respective countries. Each puts its own lens on the
concept, but collectively they support the resounding
belief that the digitization of today's factories will mean
improvements to quality, yield, safety, and down time in
the coming decades for industrial manufacturing.
USS. Secretary of Commerce Penny Pritzker effectively
captured the importance of the Industrial Internet of
Things (lloT) to this sector at Hannover Messe 2016,
when she asserted that advanced manufacturing is
the engine driving the future of [U.S. and German]
‘economies.
In support of these endeavors, the Industrial
Internet Consortium (IIC)—an organization founded by
Figure 1, Three-Tier loT ference Arcstectre From the IC
With this, the real issues surrounding such
interconnectedness in manufacturing facilities are
increasingly apparent:
The need for agile, open platforms that don’t
sacrifice security
‘The need for flexible connectivity to real-world
sensors and signals as well as existing machinery
and IT infrastructure
‘The need for network infrastructure with the ability
to prioritize and synchronize mission-critical data
4, The need for reliable hardware platforms that can
withstand harsh manufacturing environments
while still being able to be efficiently integrate with
software
In the following sections we'll address these issues
with some concrete recommendations to consider
when conceptualizing an IloT manufacturing solution.
We'll also discuss their respective impact in three
areas of smart manufacturing: asset performance,
‘Automationiscom Advar
ing Autom
PAGE 4
on eBook‘smart control, and augmented operator. As a proof
point, we'll share a case study discussing how Airbus,
a leader in commercial airliner manufacturing, sought to
add intelligence to their build process with augmented
‘operator systems and smart tooling intended to drive
safety and efficiency in a complex manufacturing
process.
Openness and Security
‘access control without having to develop them from
‘scratch or purchase additional networking equipment.
‘The openness of the SELinux kernel, drivers, and
applications means they can be carefully inspected as,
needed to ensure security. Further still, the expanding
Linux community provides a broader base of support
and developers who are familiar with the technology,
meaning lower development cost and time to market.
Itis difficult to overstate the importance of security
‘when integrating connected systems into an existing
network given the continued rise in hacktivist activity
targeting corporations. Pushing embedded devices
closer to the point of measurement and control
allows for more timely reaction to critical events,
effective data reduction, and secure distribution of
information. It also, however, adds complexity to the
challenge of securing the more disparate network to
cnos aces Pend
— " ’
ane a ea y y Y
ae x ; %
— " "
aT 5 5
== , ‘
ws x Y
KPa
pe >
bes
protect assets and intellectual property.
Without a single, definitive international standard
for lloT security, embedded systems designers may
be underdeveloping cybersecurity because of cost,
inexperience, or project prioritizations. The standards
that do exist, like CIP-007-5 from the North American
Electric Reliability Corporation and IEC 62443 from the
International Electrotechnical Commission, provide only
partial coverage for a system of embedded devices
because of variations in intended field of use, level of
‘government oversight, and geographic region. A more
‘complete coverage of baseline security requirements
can be attained by considering multiple standards
and filing in gaps where necessary. The table in Table
1 shows a more complete coverage of important
cybersecurity features that can be achieved by
‘overlapping requirements.
‘Once defined, actually addressing this wide array of
cybersecurity features without a detrimentally long
development effort means considering commercial
off-the-shelf hardware and software platforms that
provide solutions to some of these challenges. Using
hardware platforms that support open software
like Security-Enhanced Linux (SELinux) with real-
time extensions creates a compelling, and secure,
measurement and automation platform. SELinux offers
a rich ecosystem of intellectual property and tools to
provide security features like firewalls, authentication,
virtual private networks, auditing, and mandatory
Table 1. Coverage of Socurty Rocuirments for Embedded oT Dovices
Punning SELinux
Flexible Connectivity From Sensor to
System
Beyond security, the abilty to integrate embedded lloT
devices in established manufacturing environments,
often referred to as Brownfield development, is
paramount to the success and economic viability of a
connected, intelligent system of systems. Integrating
intelligent embedded devices to tun dumb machinery
into smart machinery can be considered from two
perspectives: device to the sensor and device to the
system,
‘The manufacturing application will dictate a variety of
physical phenomena need to be monitored. Through
‘sensors, these phenomena generate signals that could,
include acceleration/vibration, temperature, position,
strain, and so on. An ideal lloT embedded device
should be able to adapt to the measurement needs of
the thing being monitored or controlled. Further still,
measurement requirements can change as project
needs evolve over time to create smarter machinery and
better informed technicians. Adopting an IloT platform
that is flexible and can be customized at any time
means a significant increase in long-term value added,
with limited additional investment,
Advancing A\
utomation eBook PAGE 5Machinery
Mectingy
‘Sman Machinary
2. ntegtion of Embed
‘Smart Machinery
Interoperability with existing automation devices as
‘well as new components in distributed, cloud-based
architectures is paramount. This can only be achieved
through the use of communication protocols that,
can seamlessly and securely serve the human-to-
machine, machine-to-machine, and machine-to-human
scenarios. OPC UA is a secure, platform-independent
industrial communication protocol for sensors and.
devices operating at the control level as well as for
connectivity with the enterprise IT cloud. OPC is a well-
known technology in this sector, but its evolution into
‘a Unified Architecture (UA) has increased its adoption
for distributed applications. In addition to its integrated
security aspects, the OPC UA protocols also expose
a collective address space that facilitates sharing key
information such as system configuration, topology,
and metadata. Clients can securely connect to OPC UA
servers to access data through client/server, pub/sub or
cloud architectures.
Similarly, the DDS protocol provides secure, real-time
data sharing across any kind of network. DDS has a
data-centric information model that gives users the
ability to define custom data while preserving QoS
‘expectations for the fog and cloud scenarios. Whereas.
system configuration details are deemphasized to ease
redundancy and interoperability, DDS can still maintain
‘sub millisecond latencies. DDS mainly differs from
OPC UA in the way itis used as the backbone for bus.
integrations and peer-to-peer data distribution. For
‘OPC UA, the main use case is client-server interaction
between devices and applications. Together, OPC UA
and DDS provide a cohesive solution to the integration
challenge when supported by the automation device
being integrated
Time-Sensitive, Data-Centric Networking
Inherent to the IloT is the capture and transfer of data
from things to the network and to other things. The
next step, however, is ensuring that the right data is
being provided over this network at the right time.
Selecting a platform that can incorporate Time-Sensitive
Networking (TSN), for example, can substantially
improve the safety and reliability of smart machinery.
‘The Time-Sensitive Networking Task Group, a part of
IEEE 802.1, is developing a set of standards called TSN
‘as a means to ensure packets of data being delivered
‘over a network can be prioritized and synchronized
across the entirety of the network. In a manufacturing
‘environment, where heavy machinery and humans work
hand in hand, the ability to deterministically send a
message from machine-to- machine, machine-to-user,
‘or machine-to-administrator can quite literally be the
difference between life and death
Imagine a scenario in which a minor failure has occurred
at an early stage of a manufacturing process with the
potential to snowball into a much more catastrophic
failure several stages later. Without TSN, the shutdown
‘command that is critical to preventing a significant
failure event may happen to be released just after the
daily update to all networked systems. Stuck in the
network pipeline, perhaps this message is received
00 late or missed entirely. Adopting an IloT platform
that can support TSN would mean you can ensure that.
critical messages and data packets are given priority
network access over the standard network traffic
without needing to employ a custom, complicated, or
proprietary solution to solve the same problem,
Reliable Hardware and Unified Software
To integrate an lloT solution that is time-aware,
flexible, and secure takes time. This presents both an
‘opportunity and a challenge for an engineer developing
the solution because time to market is critical to gaining
an edge over competition and providing return on
investment. Achieving this requires developing systems,
not discrete components, comprise both hardware and,
software, and doing so in parallel
Advancing Automation eBook
PAGE 6Programmable logic controllers (PLCs) have historically been the go-to choice for off-the-shelf and relatively easy-
to-integrate automation hardware but they are not without their limitations. PLCs are inherently rigid in nature,
lacking flexibility to fully customize the I/O without added cost, and further still unable to adapt to the changing
needs of the application over time, Additionally, PLCs can have limitations in ruggedness, which is a table stake of
any hardware intended for deployment in a manufacturing environment.
Furthermore, integrating hardware like PLCs within an existing system can require a variety of software tools to
manage automation, /O, data transfer, and so on. Understanding and integrating each piece of such a disjointed
toolchain and being successful in doing so can be prohibitively difficult, time-consuming, and hard to maintain long
term. A unified development environment that provides a shared experience for programming /O, hardware-level
control algorithms, and processor-level data management and analysis can streamline development and cut time
between design, prototype, and deployment substantially.
‘One way to achieve this in hardware is through the adoption of heterogeneous computing architectures. These
incorporate processing elements for contro! and data aggregation operations to add intelligence for timely reaction
to critical events, effective data reduction, and secure distribution of information. Heterogeneous computing
platforms offer a balance of processing power and flexibility, and are inherently more adept at accommodating the
differing needs of individual applications.
Pairing general-purpose processors with FPGAs and software creates a heterogeneous computing solution that is
both highly capable and highly customizable. This also opens a door for complexity where software tools are now
required to develop for multiple types of target. As discussed above, selecting a hardware platform that shares a
singular unified development environment and supports an open software ecosystem like SELinux alleviates this
burden. Further stil, combining this singular toolchain with a level of software abstraction to reduce the learning
curve for low-level activities like FPGA programming opens the door for rapid development.
IDE Layer
ed Development E + Unified Development Environment
+ IP and Frameworks
1
RTOS 05 Layer
+ Open Source, Real-Time OS
+ Supporting Community
7
a Hardware Layer
—_ rn
-— aoe + Off-the-shelf Heterogeneous Computing Architecture
eo + Dissimilar, massive parallel processing elements
Figure 3. Uniied Development Evironment Span Pooassor, FPGA, and VO
The Airbus Factory of the Future
Pioneers in commercial aitliner technology like Airbus are embracing the concept of the lloT head-on. They are
‘envisioning the integration of smart machinery in their existing manufacturing process as a means of increasing
productivity, improving worker safety, all while streamlining their ability to adhere to strict quality standards.
‘Automationiscom
Advancing Autor
on eBook PAGE 7Today's aircraft assembly
environment is just as complex as
you might imagine. When customer
safety is paramount, and cost to
repair after failure is exceedingly
high, it becomes critically important
that the assembly procedure be
followed to the letter while copious
records of assembly are maintained.
As an example, a particular
subassembly of an aircraft has
roughly 400,000 points that need to
be tightened down, which requires
over 1,100 basic tightening tools.
Airbus engineers can reduce the
burden on operators by outsourcing
tasks like assembly step verification,
tool selection, and recordkeeping,
The resulting solution was a set of Figura 4, Typical Assembly Envtormant or Arbus Factery ofthe Future
‘smart tools, a tablet, and augmented
reality eyewear that created a
connected system to increase operator productivity and accuracy.
To achieve this result, they used a heterogeneous computing platform from National Instruments and a unified
development environment from prototype to deployment. FPGA abstraction in the development environment
helped the engineers focus their time on developing image processing algorithms instead of the intricacies of FPGA
programming and resource management. When a satisfactory prototype was achieved, they were able to move
their code from development hardware to deployment hardware without making any changes and while maintaining
the diversity of /O required for the application. The same environment was then used to automate the collection
and aggregation of operator process details to maintain the necessary historical archives while providing immediate
user feedback via the tablet, all without burdening the operator.
Joi
jing the Future of Connected Manufacturing
The adoption of connected manufacturing, smart machinery, and augmented operator technologies as part of
the IloT is imminent. Embracing these advances effectively for manufacturing means decreased time to market,
increased yield, and decreased downtime. While this may be easier said than done, making informed decisions on
an automation platform for addressing the most critical IloT requirements will go a long way in ensuring success.
Doing so means joining visionary companies like Airbus in becoming a part of the fourth industrial revolution as it
continues to evolve.
For more information on National Instruments, please visit: www.ni.com
on eBook PAGE 8
Advancing AutorA Real-World Approach to the IIOT
For Process Reliability
New solutions enable on line continuous monitoring of equipment and process health
By Honeywell
In the process industries, plants must oper
fesired capacity, but also at optimal efficiency. This means
befor cur, and then systematically addressin
part of a continuous Improvement pre
mal conditions and malfunctions aren't i unt
growing numberof ind cities are exploring 1
Jlustral Internet of Things (IoT) to optimize enterprise to address critical operating demands. They
performance. The lloT enables plant operator
need effective tools to transform process data into
real-time information regarding process performance,
equipment health, eneray consumption, and emissions
monitoring.
Plant operators, process and equipment engineers,
land managers require continuous monitoring and
techniques, including Bia Data gyrveillance, notifications, and collaboration with
analytics, to enable sma plant operations. r experts so that appropriate proactive actions can
articular, he T can support continuoy be taken. This will minimize degradation, poor
improver dress previously unsolved probloms t performance and secondary damage to equipment
lity, safety, and reliability. By taking to reduce costs, as well as increase throughput and
wes profits,
Article
Introduction
In a highly competitive global marketplace,
industrial organizations seek “digital intelligence”
to manage and operate hundreds or thousands
of assets from a single site or across an
‘Automationiscom Advancing Automation eBook PAGE 9In an effort to ensure uptime,
‘companies have historically sent field
technicians out to perform routine
diagnostic inspections and preventive
maintenance according to fixed
schedules, This is a costly, labor
intensive process with little assurance
that failure won't occur between
inspections.
To improve efficiency, companies
have implemented Advanced Process
Control (APC), defined operating
boundaries with their alarm system,
created Key Performance Indicators
(KPIs), and called upon local experts
to help solve operating problems. The
effectiveness of these measures has
been difficult to sustain as they rely on
dedicated and knowledgeable on-site
personnel
In addition, industrial firms are looking for ways to
make sense of vast quantities of data that can have a
significant impact on their performance. For instance,
reporting and interpreting of alarms and alerts is central
to safe operations. Itis also important to act upon
abnormal situations quickly and effectively
‘To support the variety of monitoring and decision
support applications necessary within a manufacturing
facility, data needs to be turned into information and.
delivered with context so it can be understood and
Used in a myriad of ways by various people.
Today's Operational Objectives
For manufacturers and other operating
companies, asset failure and almost
imperceptible reductions in process and
‘equipment efficiency are constant threats to the
‘operating plan and Overall Equipment
Effectiveness (OEE). As a result, they are shiting
their spending to increased equipment
maintenance, and thus losing potential revenue.
Factors such as availabilty of skled workers and
increasingly complex production processes are
impacting the abilty to predict and detect deteriorating
asset health and process performance.
‘To maximize their overall performance, modern plants
are looking for ways to transform their operating and
maintenance philosophy from “break-fix” to keeping
operations running as efficiently and steadily as
possible while decreasing unplanned downtime.
Key operational objectives include:
+ Deploy online, continuous monitoring and
‘exception-based alerts for process performance,
‘equipment, and controls
+ Capitalize on increased data availability across the
enterprise
+ Implement tools for process and reliability
engineers enabling visual data exploration to
decrease reliance on complex machine learning
algorithms to solve problems
+ Establish collaboration with both internal and
‘external Subject Matter Experts (SMEs)
Integrated operational and maintenance
strategies open up new possibilities for companies.
Data from sensors monitoring both process and
machine conditions are combined to identify any
patterns that indicate a possible fault or process
limitation. This allows the onset of a stoppage to
be recognized early, and corrective measures to be
planned and introduced in the most effective way.
Combining both process and equipment data leads
to truly understanding asset capability, and enables
the definition of accurate, consistent operating and
integrity envelopes that can be used in APC strategies.
Advancing Autor
tion eBook PAGE 10The result is greater process stability within control
and monitoring systems for situational awareness at
all levels of operations, as well as improved decision
support systems to ensure assets are operated in an
optimal manner. With this approach, unplanned
downtime can be avoided, and both staff and
resources can be employed more effectively.
Leveraging the Industrial Internet
There's no doubt the lloT carries major implications
for industry, especially at a time when infrastructure is
aging and veteran operators and engineers are retiring
There is a shortage of experienced workers to take the
place of seasoned personnel, resulting in a loss
of knowledge. The lloT can be leveraged to
institutionalize knowledge capture while
requiring fewer internal experts. This can be done
with the help of external experts, such as process
licensors, who have expertise and visibility
beyond the company’s assets. Moreover, the lloT
can have a significant impact on competitiveness as
‘manufacturers struggle to pull their weight in the global
economic recovery.
The lloT allows companies to do more with their
current systems and extend their business processes
to enhance monitoring and reduce the time to action.
For example, a cloud-based control loop and APC.
monitoring system can be set up to monitor controls,
across the enterprise by an internal or external domain
expert. With visibility and knowledge across sites, exp
erts can alert and collaborate with site SMEs and
recommend actions when control benefit degradations
are detected. Each site can benefit from earlier
detection and faster resolution of problems afforded
by a higher level of expertise focused on control
performance. For the enterprise, these capabilities can
be deployed using fewer resources than having an
expert at each site.
In order to make better business decisions, the
IloT offers companies the abilty to:
+ Aggregate data from existing sources
+ Create additional data sources in a
cost-effective way
+ Gain visibility into new data
+ Identify patterns
+ Derive insight through analytics
Through this approach, previously unsolved
problems, as well as new ones, can be solved with
assets communicating and providing real-time usage
data to allow plants to do predictive maintenance and
process optimization
Industry-leading companies are transforming
their operations by utilizing proven solutions in
the areas of process and event data collection,
‘combined process and asset-centric analytics, and
visualization technology to continuously and.
automatically collect, organize and analyze data.
Indeed, advanced analytics is one of the pillars of
the lloT connecting people, processes and assets
to optimize business results. It can transform
work processes from manual and reactive to
automatic and proactive, helping users avoid
unplanned downtime, and improve performance
and safety,
An lloT-enabled plant uses a combination of
advanced sensors, automation systems, and cloud
technologies integrated with current systems and data
analytics to become smarter. This provides the ability
to locate data in a cloud environment where it can
be accessed and analyzed with analytical tools. For
example, an equipment vibration reading would be
sent to the plant's Distributed Control System (DCS) as
a single value, whereas rich dynamic data stored in
the cloud would allow engineers to study the
harmonic signature of a bearing or shaft to determine
the root cause of a pending asset failure. Currently, in
most cases, dynamic data is ony emplyed by specialist
in custom applications —limiting its accessibility by
other users in the plant.
In terms of predictive maintenance and process
performance, lloT-based solutions enable industrial
enterprises to proactively manage their assets and
make more informed decisions through analytics at
the edge, Production and maintenance strategies,
‘can be combined for optimal overall performance
and executed based on how assets are expected to
function tomorrow—not solely according to a specific
periodicity or on particular present conditions.
Advancing Automation eBook
PAGE 11‘Another key driver of the lloT is a reduction in the level of Information Technology (IT) skills and expertise required
to support standalone applications so that companies can focus on their core competency of running and
‘managing operations.
Making the Most of Plant
Data
‘Major automation suppliers have
developed innovative technologies
that deliver real-time process.
and asset-centric analytics,
performance calculations, event
detection and collaboration for
plant management, engineering,
maintenance, Center of Excellence
(COE) experts, and operations.
These solutions are designed for
on line continuous monitoring
of equipment and process health, enabling industrial facilties to predict and prevent asset failures and poor
operational performance.
Today's tools for real-time process performance monitoring provide statistical calculations and embedded
performance models which, when paired with near real-time surveillance of instruments, processes and
equipment, allow users to accurately assess asset performance. They offer a clear window into plant processes—
continuously monitoring operating conditions, and enabling decisions and actions to prevent production loss,
minimize downtime, and reduce maintenance expenses.
‘The latest developments in the field of plant equipment and process health monitoring leverage secure, managed,
and hardened edge-to-cloud platforms, while focusing on data science and analytics, and applying “digital twin”
patterns to drive their analytic models. With the help of external experts, these solutions enable industrial firms to
extract meaningful insights from their data. This leads to improved decision-making and addresses such issues as
safety improvement, asset management and optimization of operations. As a result, process plants are becoming
more agile, driving increased revenue and keeping the focus on what matters most—production.
By modeling first principle compressor performance and baseline performance, for example, current performance
can be continuously compared to detect both sudden changes and long-term degradation. These events have
successfully been demonstrated to trigger maintenance activity, such as chemical injection to clear fouling or a
‘compressor wash, or to initiate further action if required.
Unlike condition monitoring solutions focused solely on equipment’s physical condition, the latest data analytics
and asset monitoring solutions use performance degradation as a leading indicator of potential problems. With
the IIOT, identification of performance degradation and actions to be taken is continuously improved since both
process and equipment data are used, not only for a specific compressor but also for all compressors of similar
design and service. Some tools employ pre-defined best practice templates for a wide range of equipment types,
including pumps, compressors, exchangers, valves, and turbines. Combined with an interface to process design
simulation software, this solution helps users rapidly deploy equipment or process monitoring on any plant
asset—liminating the need for complex model development.
Itis important to remember that the lloT is not just about capturing sensor data. Information needs to be put
into the asset context structure; merely operating on tag-based data will not ensure a repeatable and scalable
solution, Processes are instrumented for control rather than reliability or optimization, and as a result, much of the
“derived data” important for prediction and decision-making is locked in spreadsheets and other standalone tools.
Itis essential to continuously calculate this data and bring it into the lloT environment where continuous runtime
analytics can examine historical performance for use in machine learning algorithms.
Automationzcom Advancing Automation eBook PAGE 12Furthermore, lloT solutions should not solely rely on a statistical model to detect deviations from normal. Having
a fundamental, physics-based model creates a digital twin, with a virtual representation of the process or asset
located in the cloud. This allows users to model and compare expected process performance against actual
results, and then apply these deviations as early indicators of health degradation.
Digital twins exist at the intersection of physical engineering and data
science, and their value translates directly to measurable business Customer Value
outcomes: reduced asset downtime, lower maintenance costs, improved Pieler ee
plant and factory efficiency, reduced cycle times, and increased {I,) vtatone
productivity. to10%
‘+ Redo unplanned downtime by
Benefits to Industrial Organizations re eee
+ Mino ratandefcleney loess
Rapid adoption of the lloT has created economies of scale for smart
sensors, connectivity, analytics, and robust software platforms. This change 30% Inerease Operating
is driving the adoption of enterprise-level performance management, eae
process monitoring, predictive maintenance programs, and business.
transformation with the goal of eliminating unplanned downtime and + Monitor enaray usage to ecieve upto
rediing operating costs whe maintaining produit quality and compliance, | 10ers
Areal werd approach othe oT enals the tgraton of cunt ee
systems and the addition of new data sources and analytics to support required information
csnpnerta’coninsas movement pecete eased =
performance monitoring and decision support. The specific benefits of this ogre, geometries
approach include: goneaiets
ee
+ rae ocose isbly anaes zaion upto e%—Panecan | 4p EG) Sean
reduce ups cowntine by fing a parting wen ope
responses, as well as minimizing rate and efficiency losses. ee eee
ae
ae
+ Increase operating efficiency up to 103%—Industial organizations can | Sstinsantanenschanas
manage performance, including yields, energy and raw material usage, aaa
to achieve up to 10% reduction in costs. This results from enhanced
engineering and production effectiveness with continuous monitoring, .
remote collaboration and ready access to required information, as well —
as improved decision support. oe
“= Minimize ek by eneuringnormaland
stableoperatons
+ Sustain advanced control and preventable degradation with benefits + Eiminae production stops forsfety
up to 25% —Control teams can proactively maintain the effectiveness eed
of control loops, controllers and models; adjust controls to new
‘operating conditions and process changes; and quickly address critical ate
instrument issues. Cas
+ Increase safety —Production facilities can minimize risks by ensuring Se eer
‘equipment damageandemergencies
+ Optimize maintenance based one
ho rey ad end
+ Reduce maintenance costs up to 10% —Operations teams can take eerie
proactive measures to minimize equipment damage and emergencies
‘while optimizing maintenance based on real asset conditions, thus
improving reliability and extending equipment lite.
normal and stable operations, and also eliminate production stops for
safety system verification.
Automationzcom Advancing Automation eBook PAGE 13Conclusion
Organizations across the process industries are seeking to improve their return on large asset investments.
Effectively managing assets, however, requires a wealth of information and analysis. Industrial facilities need
‘combined production and maintenance strategies to minimize unscheduled shutdowns and optimize product
quality while cost-effectively using the operations, maintenance and engineering resources they have on hand.
‘The true value of the IloT can only be fully realized with a holistic view of asset management. Powerful virtual
cloud networks will continually collect, aggregate and model data for accurate prediction of degradation and
failures, and put contingencies in place to limit their impact on system availability. This approach is becoming
fundamental to improving process reliability and driving cost takeout by delivering real-time, intelligent and
actionable data to connected systems and the end user. Although it may take time for some companies to
become an IloT data-driven organization, this evolution is coming and they should begin preparing for it.
About the Authors
ent Business Director at Honey
quipment health
ind instrument health monitoring
Bart Winters is the Asset Mana, Process Solutions and leads
rent Solutions, which inoludes Uniformance®
duct strategy for
sentinel for
Asset
nrings ov
jement, mat
ng from Brigham Young
Francois Leclerc is ar :tions Leader at Honeywell. He has 35 years of global experience in
pre industry automation, including consulting, strategic planning, business ;e-engineering,
benchmarking, design and implementation of plant information (MES) systems, and c ng and
implementing control and optimization for the Mining, Mineral HPI, Chemical ar
\gineering from the University of Otta
Pulp & Paper industri
For more information on Honeywell, please visit www. honeywell.com/ict
‘Automationiscom dvancing Automation eBook PAGE 14Monitor plant
performance and
equipment health
With Uniformance® Asset Sentinel you can monitor
equipment health, energy utilization and process
performance. Itis a powerful solution which provides real-
time advanced asset-centric analytics that helps reduce
unplanned capacity loss and maintenance costs with
predictive notifications.
For more information, please visit
Uniformance.com/AssetSentinel
Advancing Automation eBook PAGE 15How Flowmeters Perform Self-Verification
Here's how modern flowmeters verify their own measurement performance.
By Nathan Hedrick, End
Process manufacturing and other industrial facilities
must often provide documented evidence of flowmeter
performance to maintain compliance with various.
regulatory agencies, ensure product quality and
‘optimize production. Today's smart instrumentation
helps plants accomplish these tasks through built-in
verification techniques traceable to known metrology
standards.
In this article, we'll explain how selt-verfication works.
Regulatory Requirements
In the water and wastewater industry, typical flowmeter
requirements are:
+ Flowmeters have to be verified at regular intervals.
+ Verification has to be performed by a qualified third
arty and with an accepted inspection method
based on quality regulations such as ISO 9001
+ Atest report needs to be provided for documented,
proof of verification
‘The water recovery industry often uses large pipe
sizes, and recalibration of flowmeters used in these
applications is very costly. In some cases a certified
local reference standard, typically a mobile calibration
Tig accredited according to 18017025, is not
available, And in many cases, any interruption of
Fgure 1: Removing a flowmeter for calibration and veiicaton tern @
large ine causes significant cisrupton and can be cost proibtve.
service or supply of water is not acceptable, making it
very dificult to remove the flowmeter from service for
calibration (Figure 1). These applications are well suited
for self-verification because it minimizes the need to
take flowmeters out of service.
In the pharmaceutical industry, Quality Risk
Management has become a mandatory regulatory
requirement for drug manufacturers. The Food and
Drug Administration (FDA) and the European Medicines
‘Agency (EMA) publish guidelines and requirements for
process instrumentation which customers and vendors,
are expected to fallow. Guidelines such as “Process
Validation: General Principles and Practices” by the
FDA and Annex 16 issued by the EMA offer input to
help drug manufacturers manage instrumentation,
correctly,
The chemical industry has requirements for proof
testing per IEC 61508 and IEC 61511, while the oil &
gas industry must adhere to contractual agreements
between buyer and seller, and comply with government
agency mandates. For example, a company piling oil
from a well under an agreement with the Bureau of
Land Management or the property owner may have to
prove flowmeters at a determined frequency.
c
ration versus Verification
Modern flowmeters operating based on a Coriolis,
electromagnetic, ultrasonic, vortex or thermal
measuring
principle do
not have
moving parts
subject to
wear. But
they can have
problems
requiring
recalibration
including
failure of
an internal
part or
degradation
due
temperature effects on electronics —or corrosion,
Figure 2: Roweters ypicaly have to be removed
from the process for calibration in lab. On-board
verfcaion can determine wher a fowmeter actualy
neds calioration
‘Automationiscom
Advancing Auto
PAGE 16Clogging or coating buildups in the flowmeter body.
Legal requirements are commonly fuiled with wet
calibrations, where a flowmeter is removed from the
process (Figure 2), taken to a flow lab or calibration
rig, and tested by a formal comparison to a standard
directly or indirectly related to national standards,
Detected deviations between the displayed value
and the reference value can be corrected after
the calibration by adjusting the calibration factor.
A calibration protocol is issued to document the
findings, and is put on record for possible audits. The
downside of wet calibration is the instrument typically
must be removed from the process. After calibration,
the instrument is then sent back to the facility to be
reinstalled. Damages during transport or handling can
sometimes stay undetected, and lead to a situation
where a recently calibrated instrument is not performing
per specifications
An alternative way to fulfill legal requirements is
‘on-board verification of the flowmeter. The flowmeter's
transmitter electronics run an on-board diagnostics
program, where all relevant components of the
instrument are checked to confirm and document the
instrument is still in calibration and none of the meter
‘components have drifted outside original tolerances.
Verification of a flowmeter equipped with built
capabilities can be performed without removing the
instrument from the process. It may not even be
required to interrupt the process as the verification
tests can all be performed in the background.
‘Several flowmeter manufacturers offer self-verification,
and all work differently. In this article, we'll use
Heartbeat Technology from Endress+Hauseras
an example.
How Self-Verification Works
Modern flowmeters incorporate self-testing developed
as an integral part of the device from the beginning,
For example, Heartbeat Technology was developed
when Endress+Hausersnew generation of
Proline flowmeters were first designed. This concept
‘embeds diagnostics in all flowmeter technologies that,
operate 24/7. In addition, the entire signal chain from
sensortooutput can be checked using the flowmeter’s
self-testing, traceable verification.
Verification in flowmeters equipped with Heartbeat
Technology is based on continuous monitoring of all
relevant internal parameters, and mechanical,
electromechanical and electronic components.
‘Typically, a failure mode, effects and diagnostic
analysis is used during the flowmeter's design phase
to identity critical components in the signal chain,
starting at the process-wetted parts and followed by
the electro-mechanical components, amplifier board,
main electronic module and outputs. A proper margin
of safety is then assigned to every oritical path or
‘component.
These tests include digital signal processing and
continuous loop checks with the help of internal
reference components. In the case of a Coriolis
flowmeter—and other time-based measuring principles
like vortex or ultrasonic—there is a frequency reference
oscillator used for analyzing the frequency of the
measuring tubes. For electromagnetic flowmeters, this
is a reference voltage, since the measured value is
determined by comparing the voltage on the electrodes
to the reference voltage.
The primary reference is monitored by a second
redundant reference system to guarantee it does not
change during the device lifecycle. The two reference
signals from the primary and secondary reference are
‘compared against each other. A drift or deviation of the
two systems from each other is immediately detected
and reported by the device diagnostics.
For an internal component to be used as a diagnostic
reference, it has to fulfill special requirements such
as factory traceability and exceptional long-term
stability. For the most critical circuits, independent
and redundant components are implemented, greatly
reducing the possibilty of undetected drift. Today, itis,
possible to design instruments with a self-diagnostics
coverage of 94% or higher (in accordance with IEC.
61508), and correspondingly low rates of dangerous
undetected failures.
Status signal
Color Symbol
Normal; valid output signal
Maintenance required stl
valid output signal
Out of specification;
of the specified range
Fuction check; temporary
rnon-valid output signal
Failure; non-valid ouput signal
Faure 3: Diagnostic messages sent by Heartbeat Technology
conform to NAMUR recommendation NE 107.
Advancing Automation eBook
PAGE 17Heartbeat Technology continuously monitors the entire
signal chain for deviations within a very tight band. The
failure threshold is defined by the specified
accuracy of the flowmeter. If the diagnostics detect an
error, Heartbeat Technology sends an alarm message
that conforms to NAMUR recommendation NE 107
(Figure 3). The alarm is displayed on the flowmeter’s
front panel and can be sent as a message over the
interface to the automation system. The message also
includes troubleshooting tips and remedial instructions.
Verification Functions
Diagnostics to detect problems are performed
continuously, but a verification is done on command
from the automation system or at the instrument itself.
In most cases, diagnostics continuously perform all of
the same checks in the background as the verification,
performs on-demand. The verification, then, is simply
‘a snapshot in time. Verification allows documented
evidence to be generated from the device and saved for
recordkeeping purposes. During flowmeter verification,
the current conditions of secondary parameters are
‘compared with their reference values, thereby
determining the device status. Heartbeat Technology
produces a “pass” or a “fail” statement based on the
tests, which is performed by traceable and redundant
internal references. The individual tests and results are
‘automatically recorded in the flowmeter, and can be
Used to produce a verification report.
For Coriolis devices, Heartbeat Technology tests
electrodynamic excitation, electrodynamic sensors,
temperature sensors, connectors, cables and the
measuring tube (Figure 4)
Figure 4: Vericaton tests on an Endresss Hauser Promass Carols
‘towmote,
Heartbeat Technology verifies the excitation system and
the coil current for electromagnetic flowmeters, and
‘checks the electrical and mechanical integrity of the
transducer and the temperature sensors (as applicable),
This enables systematic failures, caused by factors such
as fluid properties or process operating conditions, to
be detected.
A traceable and redundant reference, contained in the
verification system of the device, is used to ensure the
reliability of the results. In the case of anEndress+
Hauser Proline electromagnetic flowmeter, this is a
voltage reference, which provides a second,
independent reference value.
Integrated self-monitoring can replace external test
‘equipment only if it is based on factory traceable and
redundant references, as with the Proline flowmeters.
‘The reliability and independence of the testing
method is ensured by traceable calibration of the
references at the factory, and by the constant
monitoring of the flowmeter's long-term stability during
the lifecycle of the product.
Heartbeat Technology fully complies with the
requirements for traceable verification according to DIN
EN ISO 9001:2008, Section 7.6 a, “Control of monitoring
‘and measuring equipment.” Performing regular
Heartbeat Verification on a flowmeter can extend
calibration cycles by a factor of 10 or higher without
jeopardizing the quality or the regulatory compliance.
In some cases it may even be possible to replace wet
calibrations completely with Heartbeat Verification.
‘The verification procedure for Endress+Hause
''s flowmeters can take anywhere from a few seconds
to about ten minutes depending on the flowmeter type.
‘The process can be done locally (Figure 5).
Figure 5: For fil veiication, a technician connects a smart device
to the flowmeter’ web sore va an optional WLAN connection, >
to 15 foot proximity. The same procedure can be perormed via
laptop PC ard Ethernet conection, The flowmeter does nat have
to be removed for ths proce
Alternatively, if the flowmeter has a permanent Ethernet
‘or other digital bus connection to the plant network, the
procedure can be performed remotely from a PC.
located in the maintenance department or the plant’s
control room.
Advancing Automat
PAGE 18
jon eBookUpon completion of a verification, Heartbeat Technology generates a report that summarizes the results. The report
‘can be shown to an inspector in case of an audit.
Condition Monitoring
Flowmeter faults during operation that go undetected by diagnostics can result in an unexpected plant shutdown,
product loss or a reduction in product quality. This is particularly true in applications where process-related faults
during operation are to be expected due to demanding operating conditions such as multiphase media, buildup,
corrosion or abrasion,
Condition monitoring recognizes if the measuring performance or the integrity of the flowmeter are impaired,
The monitoring values described above are transmitted to an external condition monitoring system, such as
Endress+Hauser's PC-based FieldCare software. FieldCare can be used to recognize trends in the
‘secondary measured values and to evaluate relationships among individual parameters. Condition monitoring
reduces the risks of an unexpected failure. Condition monitoring also makes it possible to display temporary,
process-specific faults that neither calibration nor verification can detect, since the latter only takes a snapshot of
the device status, as opposad to continuous condition monitoring.
‘Summary
Built-in flowmeter verification can be initiated locally or remotely from the automation system, even during
‘operation. Because the procedure is simple and non-invasive, the meter can be verified on a regular basis (e.g.
daily or quarterly), drastically reducing the risk of degradation in meter performance between wet calibrations.
In batch applications, a system check can be initiated from the automation system prior to starting the batch to
ensure all flowmeters work properly, greatly reducing the risk for product loss due to instrument failures.
About the Author
sof
He graduated fi
than Hedrick has more
;onsulting on pro
Rose-Hulman in 2009 w or’s degr
Engineering. He began his career with Endress+Hauser
109 as a Technical Support Engineer. In 2014, Nath
schnical Support Team Manager for Flo
ing the techni
w product line. He has
ss autorr
where t jonsible for mana
support team covering the fl
the position of Flow Product Marketing Manager sin.
2015.
For more information on Endress+Hauser, please visit: wwww.us.endrass.com
‘Automationiscom dvancing Automation eBook PAGE 19Enaresseausey, ne
2380 Endres Pace
Greenwood IN 46143
[email protected]
£888: ENDRESS
A
Proline 300/500
Flow measuring technology for the future
Proline 300 and Proline 500 offer added value throughout the entire life cycle of
your plant. This new flowmeter generation is based on decades of experience in
safety-related applications and is entirely developed according to SIL (IEC 61508)
With unique features such asthe builtin webserver, WLAN, WirelessHART®,
Industrial Bthernet, and Heartbeat Technology™ with comprehensive diagnostic
and verification functions, Proline maximizes your plant safety and availabilty.
‘* Multifunctional transmitters are combinable with all tred-and-tested
Promass and Promag sensors
+ Seamless system integration via HART, PROFIBUS PA/DP,
FOUNDATION™ Fieldbus, Modbus RS485, EthesNet/IP™ and PROFINET®
Wwww.us.endress.com/proline-300-500
Endress+Hauser (2)
People for Process Automation
‘Advancing Automation eBook PAGE 20Making Modbus Data Available
on the Internet of Things
By: Advantech B+B SmartWorx
‘The University of Ireland in Galway (NIUG)
takes energy consumption seriously. The
‘school is certified for ISO 50001, the
international energy management
standard for efficient energy usage. NIUG was
also the first university in Ireland to join the
‘Sustainable Energy Authority of Ireland (SEAl)
and the Sustainable Energy
‘Community (SEC) network.
‘As part of its ongoing effort to improve energy
efficiency, NIUG approached
Optimized Energy Controls about the
possibility of gathering data from the school's
legacy HVAC control systems and
providing it to modern loT applications for
functions like running reports, applying analytics and
setting alerts,
‘The existing control system was Modbus-based. The
Modbus slaves reported only to the Modbus masters
and NIUG wanted to make the data portable. But, ike
many looking to pull data from closed systems, the
practical realities were considerable. The most
‘common solution offered was installing new Modbus
masters with the ability to convert Modbus data into
MQTT and feeding it to analytics software. But
installing new Modbus masters would have been
prohibitively expensive, and NIUG didn’t want to risk
disrupting the existing network. The direct costs of
making this change could have easily offset the
benefits of energy savings. In addition to the direct
costs, making changes could have led to unexpected
problems, downtime and all of the costs associated
with maintenance and inconvenience to students and
faculty.
Efficient Energy Management has been part of
corporate Green initiatives for years, but many energy
‘saving options were not practical on legacy systems
like Modbus. Sometimes, automation systems can be
configured or designed to transmit data in their native
languages (like Modbus) to outside systems, but even
SCADA
SYSTEM
then the data is in a cryptic, difficult to understand
format. To solve the problem with NIUG, Optimised
Energy Controls needed to provide a solution that
provided the data in an understandable format to
analytics software (Unitron) without disrupting the
existing Modbus masters.
B+B SmartWorx had been developing a new device for
|oT initiatives based on the premise of a non-disruptive
overlay network that captured, translated and enriched,
data from automation systems and transferred it to
analytics platforms. SmartSwarm 351 was the first
purpose built loT gateway from the development team.
It was designed to eavesdrop on the existing network,
translate the data, and transfer it to an enterprise
analytics. With the support of Optimised Eneray
Controls, NIUG agreed to be the beta site for the
product launch. SmartSwarm 351 acts a fully functional
gateway via options like Ethernet or cellular, taking care
of all of the hardware complexities and potential issues
of an unattended communication system that you don't,
have time to become an expert on, including:
+ Session awareness
+ Connection re-establishment
+ Connection re-routing
Multiple geographies
Data optimization
‘Automationiscom
ncing Autom
on eBook PAGE 21‘SmartSwarm 351 quickly discovers all of the devices on the Modbus network ~ even if there are some that the
customer was not aware of. Onoe it captures the SCADA data, it adds the necessary layers to convert this device
specific poll-response into the decoupled, event-driven model needed by IT.
‘As you know, raw SCADA data is of litle use within an IT system as it can only be interpreted with detailed
knowledge of the source device and its register map.
‘The key to an effective system requires the data to be enriched (translated) in real-time as it is being sent to IT,
providing contextualized, self-defining and semantically searchable data understandable by anyone without
‘SCADA knowledge. SmartSwarm351 accomplishes this by providing a default scheme where topics and value
ranges are based upon SCADA terminology but crucially allows users to substitute their own topic space
definitions and value ranges for each recovered point.
Rather than replacing an existing Modbus master, Smartswarm 351 simply listens on the Modbus control bus. It is
invisible to the Modbus network, which continues to function exactly as it always has. At no time will data of any
kind flow back into the existing system.
‘SmartSwarm 351 converts the Modbus data to the loT-ready MQTT protocol, making it easily consumable for
upstream IoT applications. SmartSwarm 351 also filters the data to make network communications more efficient.
Modbus slaves will inevitably produce a steam stream of data, but SmartSwarm only passes along data that has
value, like a temperature parameter that has exceeded a predefined threshold. Multiple controlling applications can
then subscribe to the MATT data, receiving only the data that is relevant to the specific application.
During the beta testing, feedback from the engineers on site at NIUG helped B+B engineers to streamline the
simple web interface set-up. Now, users can connect SmartSwarm 361 into the operation system's controlling
device and then the larger business network. The master operations device won't know it’s there and isn’t
affected by it. The user then identifies the data wanted from the real-time working asset, does a one-time upload of
the data definitions from the existing system's documentation so real-time data gets translated automatically and
defines meaningful data events so analytics gets only the data needed. With Optimised Energy Control's expertise,
‘SmartSwarm 351 filters were used to control the flow of data into Unitron, limiting the possiblity of excessive data
‘overload and resource cost on the IT side. These filters include things lke:
+ Digital change of state
+ Ananalog moving outside of an alarm threshold
+ Having a rate change above a value or having moved by more than a dead band from value last published
Filters also exist to generate publish triggers on a time or scheduled basis, or to control what is published.
Security
Al inbound wide area network connections are protected by SmartSwarm's internal firewall. Outbound connections
to SmartWorx Hub (SmartSwarm’s remote configuration tool) and the remote MQTT broker are authenticated and
encrypted using TLS, with certificate authentication. It also inherently offers features for frewalling, unit
identification and VPN tunneling,
End Result
‘The collaboration of Optimised Energy Controls, B+B SmartWorx and NIUG provided a practical, non-disruptive
solution for capturing, analyzing and optimizing eneray management from the University's Modbus control systems.
‘Over the last year the University has centralized on using SmartSwarm, and Optimised Eneray Control continues to
‘work with them on maximizing analytics information, The collaborative experience also provided B+B SmartWorx
with real-world customer input and refinements to the product's performance.
httpi//advantech-bb.com
Advancing Automation eBook PAGE 22
For more information on Advantech B+B SmartWorx, please virb
Get the Non-disruptive
Modbus Gateway That
Listens and Learns
‘
e SmarTSwan
Joo Sones
Competing “Modbus to MATT” gateways need to be deployed
SMARTSWARM 22 rloca Mods master but SmanSnatm 251 gels the
357 ob done without affecting your Modbus network in any way.
‘SmartSwarm 351 automatically identifes every Modbus
device on your network, unobtrusively “eavesdropping”
(on their communications and converting the data for easy
consumption by upstream lloT applications. SmartSwarm 351
makes Modbus-to-loT connectviy easy,
Visit www.advantech-bb.com/smartswarm for details about
‘SmartSwarm 351's sophisticated functionality and rugged,
industia-grade specifications.
B SMARTWORX
—Tonedty Epeequenearg intelligence at the Network Edge
AD\ANTECH
1818 Santor Al recone
‘Advancing Automation eBook PAGE 23SCADA Systems vs IloT Solutions
By Anthony Glucina, President of Define Instruments
‘Over the last 12 months | have consulted on many IloT projects for industrial companies across the U.S. These
‘companies have varied from value-added distributors to systems integrators to end users,
During discussions | have found it interesting
to note reactions to the inclusion of lloT in the . = =
application. One of the most common reactions li
forms the basis of this article. meine
‘Typically it goes something like this. “oo F- OO
After discussing specific needs there would _
‘come a point in the conversation where | would ruses
mention Remote Monitoring and Control of 1 ® f E- @-
‘Assets, to which the typical response was:
“But we're already doing this Wt
with our SCADA systems, é
what's the difference?’
This is an excellent question and the best way to answer is by comparing the two approaches.”
For our comparison | have selected a recent application in the Water/Wastewater industry. This system includes the
Remote Monitoring and Control of a large water filtering station for irrigation in the Florida region.
‘An RTU has been programmed to monitor and control the filtration system and by measuring the differential
pressure across the filters, the RTU automatically performs a backflush of the filters when required.
‘The RTU also monitors the flow rate and total flow of water and wastewater. From the information one can
determine the general health of the system.
Occasionally, the unit in the field will trip out and stop working. The customer then has to send a technician to the
site ~ a drive of around 3 hours,
When the technician arrives, quite often the only action required is to reset the system, as most of the time this
clears the fault
But what the customer really wants
to know is why the system tripped
in the first place and how necessary
‘was it to dispatch a technician to the
site. Ifa technician was not required,
could the system be reset remotely?
‘These questions can be only
answered by looking at the data
on eBook PAGE 24
‘Automationiscom Advancing Automfrom the sensors before and after
the trip event. And so using the
traditional approach, a !
SCADA system must be installed .
to receive this data. As the
system is usually deployed on
hardware at the customer's
premises, the following must be
considered:
+ What level of reliability is required?
+ Should it be running on Server Grade Quality
devices?
+ Should a backup power system also be installed?
+ How much wil this cost in capital and
maintenance?
+ Who will manage this system?
‘Once these questions have been answered, the
‘SCADA application can be built. It will of course require
a data historian, the setting up of a mimic and possibly
an add-on package to deal with the telemetry aspect of
modem etc.
During the building of the system, security must also
be addressed. The industry standard approach to this
is to add a VPN connection between the SCADA PC
and the ATU in the field. This requires using a powerful
cellular router that has the capability to both perform,
the VPN function and to open a port in firewalls and
connect to a DNS.
‘Once the VPN is set up, the SCADA can be set to run
mode and will begin polling the RTU in the field.
Asis clear, deploying this system is not for the faint-
hearted. It requires expert help from engineering or IT
professionals and could take some time to set up and.
test.
In the loT approach, the first consideration is the
choice of Cloud Platform Provider. This is an important
first step as not all Cloud providers are created equal
= | would consider this as important as selecting the
correct hardware.
In this example | have chosen the Xively platform as.
it has a powerful Connected Product Management
feature (CPM) which allows organization of products
in domains and sub domains, the importance of which
will become clear later,
Atypical lloT system uses a broker in the Cloud. | have
chosen to use an MTT broker as it is available in most
Cloud systems.
Coupled with this is an lloT RTU. The difference
between this and the traditional ATU is that itis setup
to deliver messages to the Cloud broker using MOTT. It
Uses a publish and subscribe model: the lloT RTU will
publish information like pressure and fiow rate to the
broker and subscribe to a control topic.
Control topics are used to perform tasks such as
turning on a relay in the RTU.
‘The other major difference is that the IloT RTU itself
makes the connection to the broker and it does so in a
secure mode using TLS and certificates.
This eliminates all the issues related to setting up
\VPNs, DNS and firewalls. The only information that has
to be provisioned in the lloT RTU is the username and,
password associated with the Cloud account.
‘The information is now sitting in the Cloud and in this
location it is available to the humans and devices who
have permissions to access it. The Cloud platform
‘enables this by providing a rich set of APIs, rules-
based engines and standard interfaces to CRMs and
ERPs,
For this application a dashboard is required to visualize
the data. There are 3rd party dashboards available but
in this instance a webpage was created to visualize the
data using the REST API. This is akin to setting up the
mimic in the traditional SCADA system.
So at this stage in our comparison, the IloT approach
is obviously the simpler of the two to setup for a secure
application. And one that avoids the headaches of
server-side hardware. You do however have to pay a
monthly subscription to the Cloud provider (around $1
per month for this application).
Let's now examine a post-installation scenario.
After a few months of using the system the customer
‘comes back and says: “The system is great!
So great in fact that | want to roll it out to monitor the
400+ filtration systems | have throughout the country.
‘And | have some changes...”
Advancing Automat
PAGE 25
jon eBook‘The customer explains his clients would like to:
+ see how much water they have been using
+ see how much wastewater was lost
+ manually turn the system on and off by logging in to a website
He further explains how he personally would like to:
+ know when the pump has completed 1000 working hours (to schedule maintenance)
+ be alerted via his CRM at the 800 working hours mark
Lastly, he leaves this juicy tidbit:
“Iwas recently speaking to a pump manufacturer and he asked if we could share with him some of the pump data
's0 he could use it to improve his product. | don't see any reason why not...”
‘The IloT solution provider can confidently accommodate these requests. He knows that his Cloud partner already
provides CRM alerts as a feature, he also knows the Connected Product Management system is another feature
already in place to provide different permissions to different users.
All the IloT solution provider has to do
+ make 2 new dashboards
+ create accounts for the new users
+ provision these credentials into the lloT RTUS
But where does the engineer come in? In fact, an engineer isn't required at all in the commissioning of the sites as,
an electrician can wire up the units in the field.
After wiring, the electrician isn’t required to do much more, just turn them on, run through an automated test setup
and ensure any issues are sent as alerts directly to their cellphone (the last part requires a little more work — but just
alittle),
Employing the lloT approach, the customer's requests are a cinch to implement and it's smiles all round. Not so for
the SCADA provider.
Unfortunately, faced with these requests from the customer, they are plagued by a sense of panic and overwhelm,
‘So many questions, ones like:
+ Will the server be up to the job?
+ Will it require an upgrade?
+ If'so, how much will that cost?
+ With 400+ VPNs concurrently talking to the field devices, can the SCADA system handle it?
+ How wil all the permissions be managed to allow 400+ users to get information on the site?
‘Suffice to say that the IloT system wins hands down when faced with a scaling issue like this. Not only that, the
capital and development costs for IloT are far smaller. As are the costs of expert professional help from engineers
and IT specialists.
But this application could just be the start of this customer's IloT journey.
For example, the information obtained from the systems over time could be useful for improving the design as well
as determining the real maintenance and running costs associated with such a system.
‘Armed with this knowledge, a new business model could be evolved. Offering a maintenance agreement based on
the water pumped, for example. Or partnering with a finance company to offer a pay-as-you-go service so clients
are only billed for the actual water pumped.
PAGE 26
on eBook
‘AutomationiscomIn conclusion, the benefits of implementing an lloT solution over a traditional SCADA system go beyond the
immediate wins of cost, timeline and required expertise. It is also highly scalable and adaptable to customer needs
in the future. Anything that gives such a level of security, peace of mind and readiness for what might be over the
horizon is an undeniable asset to your business and to everyone else's.
* Ihave assumed that both approaches require a highly secure solution.
manufacturer. He
Engineering
About the Author
Anthony Glucina is an lloT
Define Instruments, an in
ngineering
For more information on Define Instruments, please visit www.defineinstruments.com
‘Automationiscom
eB:
PAGE 27Complete Industrial Enclosure
Solution Under One Part Number
The CPI Product Designer helps you select the
size, features and accessories you need for your
UMUC m tate etic
Peer ers
nerve |
Cae ey
Cee om ment
Oe eee
SET a oy
een eed
my
eee ees
Marg Find Out More, or
7D Design A Product Now
Dea
your technology
Seren ec
Perce een ern
Poesy DOTA2017: State of The IloT
Key Trends and Predictions for the Industrial Internet of Things
By Opto22
‘The next industrial revolution, the
Industrial Internet of Things, is happening
now. Here is a summary of the key lloT
trends from 2016, with predictions and
recommendations for 2017.
State of the IloT
‘Across the world, the industrial, manufacturing,
and automation industries are in the midst of a
massive shift in technology and culture. Terms like
predictive maintenance, artificial intelligence, smart
manufacturing, and augmented and virtual reality are
no longer buzzwords. They're ideas, technologies, and
concepts that are being adopted and applied to these
industries every day.
From the intelligent building that automatically
optimizes its HVAC and lighting systems for occupancy
and reduced energy usage, to the heavy machinery
that predicts internal part failure and schedules its own
maintenance call, the Industrial Internet of Things (lloT)
is here. And itis only picking up momentum as time
passes.
‘Through 2015 and 2016, the number of lo market-
growth predictions only increased. And the size of the
market seemed to increase with each prediction. In
2015, research firm Accenture claimed that the lloT
could increase GDP in 20 economies by a total of $10.6
trillion by the year 2030. Their research was based on
2015 lloT investment trends. Accenture further stated
that with more investment, the potential growth is even,
greater.
Industry giants like General Electric® are making
significant investments in lloT technology; GE expects.
total industry investment in the lloT to top 60 trillion
dollars over the next 15 years.
‘Adoption Accelerates, but Challenges
Remain
In March 2016, a Gartner® survey reported that 43%
of organizations were already using or planned to
implement lloT applications during the year. Early
adopters of the lloT have identified competitive
advantages and new business models to increase
revenue, cut costs, and improve customer service
‘and support. But loT adoption challenges remain. A
continuing trend in the lloT is the need for two different
organizational groups within the enterprise to begin
working together. For the potential benefits of lloT
applications to be realized, the information technology
(T) and operations technology (OT) teams need to
begin leveraging and applying each other's technology
and skillsets. This continues to be a challenge on both
the technical and cultural fronts.
OT and IT teams exhibit significant cultural differences
within their organizational units.
IT lives in a world of constant change and never-ending
upgrade cycles, seeking the newest, fastest computing
hardware and software to gain some competitive
advantage the enterprise can use to its benefit. IT is,
tasked with protecting the enterprise's digital presence
and assets, which are under constant attack from
both internal and external cyber security threats. Their
technology comes from a world of open specifications
and well-documented and widely adopted protocols.
‘The IT team operates in the realm of information
sharing, securing, and preservation.
‘Automationiscom
Advancing Autor
on eBook PAGE 29‘The OT team functions in the realm of physical value
creation within the enterprise. This team handles the
installation, maintenance, and occasional upgrade
of equipment designed to produce goods that the
enterprise sells. Their capital equipment upgrade
cycle is 10, 20, sometimes even 30 years or more. The
‘equipment itself is expensive and often proprietary,
having been designed for a specific application or task.
Often this equipment was not designed to interface
with systems outside of the application the equipment
was designed for. This makes bridging the gap between
the physical world of industrial devices and systems
and the digital world of the Internet a significant hurdle.
‘The ongoing challenge lies in connecting these two
very different types of technology very different
disciplines. But the primary objective remains: to
obtain a holistic historical, real time, and predictive
view of enterprise-wide operations, in order to identify
‘opportunities to develop competitive and comparative
advantages.
Recommendation: Bringing these two teams together
is a challenging task. Each team uses a different set of
technology and tools, and their cultures and missions
are drastically diferent from one another. With the
current loT adoption rate and its projected growth only
Information
Technology (IT)
Cloud
Applications
Actionable
information
Data Instructions
Cog
snap pac V0
Inputs. Joutputs
aca contd
Operations
Technology (OT)
increasing, organizations that intend to remain
competitive—or to surpass their competition—must
research, design, and roll out an lloT strategy.
(One recommendation to help streamline this process.
is to have a single individual within the organization
‘own the overall development of an IloT strategy, with
supporting efforts coming from all organizational units,
‘The individual responsible for leading this effort should
not come from a strictly OT or IT background. Instead,
this person should be well versed in both the OT and IT
realms and be able to understand the overall business
objectives and long-term value in connecting OT
assets and IT assets together. is also imperative that
this individual be well versed in information security,
to ensure that the organization's assets and systems
on both the OT and IT sides of loT applications are
protected against cyber security threats.
‘This individual might have a job title of DevOps lead,
Data Engineer, lloT Architect, Emerging Technologist, or
lloT Manager. A potential organizational architecture is
to have both the OT and the IT team roll up under one
single lloT department.
‘An IlOT strategy is half baked if it comes from only one
of these two organizational units, because both are
required for a successful IloT strategy development
and rollout. The key to successful management of OT
and IT teams for oT is that both the teams have an
equal seat at the engineering, design, production, and
support tables.
‘The adoption of open IloT standards, specifications,
and architectures will also help streamline teamwork
between OT and IT.
Standards, Specifications, and Architectures
During 2015 and 2016, two organizations dominated
the lloT headlines:
+ Plattform Industrie 4.0, rooted in the concepts of
efficient manufacturing and the smart factory
Industrial Internet Consortium (IIC), which takes a
more cross-domain approach to the lloT.
Both groups developed reference architectures to
help streamline standardization and adoption of lloT
‘Automationiscom
Advancing Auto
PAGE 30technology. While similar in some respects, they also
differ on many points
Industrial Internet Consortium and the
Industrial Internet Reference Architecture
Founding and contributing members of the Industrial
Internet Consortium (lIC) include Bosch, EMC2,
General Electric, Huawei, Intel, IBM, SAP, Schneider
Electric, and over 150 other companies. The lIC is
primarily focused on developing a standard reference
architecture to address the overall enterprise that could
be adopted globally as opposed to regionally.
‘The IIC is Industrial Internet Reference Architecture
(IRA) was first published in 2015 and is a standards-
based architectural template and methodology that IloT
system architects can use to design their own systems,
based on a common framework and concepts.
‘The IIRA is designed to address the intelligence and
connectivity now being built into the sensors, actuators,
and other low-level devices deployed in a variety of
applications, including smart manufacturing, the smart
grid, the connected hospital, smart transportation, and
many others. The objective of the IRA is to develop an
architecture that securely addresses connectivity and
‘communication from sensor to cloud, interoperates
between vendors, and works across all industries.
‘Akkey component of the IIRA is connectivity. The IRA
is connectivity portion includes a core data bus with
gateways to other standards. The central data bus with
gateways connects smart machines together into large-
scale intelligent systems. This data-centric connectivity
architecture relies on quality-of-service attributes like
data delivery, timeliness, ordering, durability, lifespan,
fault tolerance, and most importantly, security.
‘The Industrial Internet Consortium aims to advance the
adoption of the Industrial Internet on a global scale with
‘a cross-industry approach. Plattform Industrie 4.0, on
the other hand, is shaping a digital structural shift of
industry specific to Germany.
Platform Industrie 4.0
Industrie 4.0 began as a German government project to
promote computerized manufacturing, As a result, the
primary focus of Industrie 4.0 is to optimize production
in an effort to develop what the organization has
deemed the smart factory.
For a factory to be considered smart, it must be
designed and operated around four key pillars:
+ Interoperability — Machines, devices, sensors,
and people connect and communicate with one
another.
Information transparency— The systems create
a virtual copy of the physical world through sensor
data in order to contextualize information
+ Technical assistance— The systems support
humans in making decisions and solving problems
and assist humans with tasks that are too difficult
or unsafe,
+ Decentralized decision-making— Cyber-physical
systems make simple decisions on their own and
become as autonomous as possible.
Using these four pillars of design and operation,
Industrie 4.0 attempts to build smart factories that
can mass produce customized products flexibly.
‘Automation technology deployed in smart factories
conforming to the Plattform Industrie 4.0 standard
would have technology buit in to allow for selt-
optimization, self-configuration, self-diagnosis,
cognition, and intelligent support for workers as their
‘work becomes increasingly complex,
Recommendation: Conversations between the lIC and
Plattform Industrie 4.0 have been ongoing since 2016.
While there has historically been frustration between
the two organizations as to which standard makes
the most sense for lloT architecture, today the IIC and,
Plattform Industrie 4.0 have developed an ongoing
collaboration to:
‘Automationiscom
Advancing Automation eBook
PAGE 31+ Benefit from interoperability of industrial Internet
systems from the different domains and maintain a
technical exchange
Identity mappings, differences, and enhancements
on both sides
+ Formulate requirements for standardization bodies
together
+ Create a joint testbed for testing architectural
elements,
+ Work together to increase the adoption of the
industrial Internet
‘There is still much debate between the organizations,
leaving many companies unsure of where to invest. At
this point a wait-and-see approach is recommended.
While it's likely a combined joint effort between the
organizations will eventually materialize and an overall,
industry standard developed, the timeline is currently
unknown.
However, while the standards bodies continue to
debate which protocols, architectures, and terms are
best for the Industrial Internet of Things, industry is
already beginning to answer the calls of customers
looking for loT platforms that offer ease of use,
security, and interoperability—leading to the rise of the
oT platform wars.
Platforms Rising
In a recent developer survey conducted by the Eclipse
loT Working Group, IEEE IoT, and Agile loT, 40.8% of
respondents indicated that the IoT solutions they were
either currently building or planning to build are loT
platforms or loT middleware, Almost every large IT or
(OT company today has some form of loT platform or
middleware, with the current number of self-described
IoT platforms exceeding 150.
oT platforms and middleware are the software
that must exist between physical devices (sensors,
actuators, relays, etc.) or data endpoints, and higher
level software applications like artificial intelligence,
predictive analytics, and cognitive computing. Ilo
platforms and middleware move data between the
physical and digital realms and provide software
resources powerful enough to cope with the big data
‘generated from the billions of IloT devices the industry
is planning to ship.
While middleware is not anew technology, the loT
has given rise to a need for a new type of middleware
specifically designed for lloT applications. lloT
applications require a middleware platform that
addresses new concerns, including
* Scalability: The sheer volume of devices and other
data endpoints involved in lloT applications requires
advanced and flexible scalability. OT platforms and
middleware need to be optimized to support tens of
thousands of devices, all trying to exchange not just
information with a central hub server or application
but with each of the other devices in the application.
‘Addressing, configuring, and managing thousands —
‘even tens of thousands —of devices must be accounted
for,
* Edge Computing: Centralized intelligence and
control topologies are being reevaluated in favor of
distributed architectures, with intelligence pushed into
each edge device or data endpoint. loT applications
involve thousands of devices intercommunicating, often
with the requirement for near-real-time communication
and control between devices. Edge computing uses
intelligence at the edge of the network to decrease
network latency, deliver real-time control and.
monitoring, and offer report by exception to reduce
data volume.
* Efficient Communication Architectures: Many lloT
applications will be deployed in areas with unreliable
and low-bandwidth networks. Asa result, a more
efficient network and communication architecture
will be required. Protocols like MQTT that empioy
a publish/subscribe architecture and low-overhead
packets can reduce network latency and improve
real-time communication speed between devices and
endpoints.
‘Advancing Automation eBook
PAGE 32* Protocol Support: Combining OT and IT
technologies requires wide support of different OT and
IT protocols. At least in the short run, both OT and IT
protocols need to be translated through middleware,
‘so that OT devices can communicate with IT devices
and software. In the long run, itis likely that OT devices
will adopt IT protocols and communication standards,
as they've already adopted Ethernet and TCP/IP
as the main bus and data transmission protocols.
But there is still a massive installed base of legacy
industrial systems that will always require some form of
middleware for protocol conversion and connectivity to
the lloT.
* Cognitive Computing: The key value-add of lloT
applications is predictive analytics. Knowing when a
Part is going to fail before it actually falls can bring
almost immeasurable value to lloT applications
through reduced truck rolls, safety improvements, and
optimizing overall equipment efficiency (OEE). The
basis of predictive analytics is cognitive computing —
essentially, computers that mimic the way the human
brain works. For lloT platforms to perform predictive
analytics, they'll need support for cognitive computing,
For some years to come, our root problem is that
oT applications inherently require connecting legacy
systems and devices to cutting-edge IT systems. And
a massive gap exists in technology, communication
protocols, and standards between equipment designed
several decades ago and the equipment shipping
today. That is the gap loT middleware is trying to fil
Current Platform Contenders
But lloT applications are not and should not be
designed as a one-size-fits-all solution. Choosing the
right IloT platform depends on what you are trying to
achieve in your application. Here are the major IloT
platforms in the market today, their key strengths, and
their potential weaknesses.
* GE Predix: Predix uses a platform as a service
(PaaS) model and is a cloud-based operating system
designed for lloT applications. According to GE, Predix
is built on Cloud Foundry, an open source platform, and
is optimized for secure connectivity and analytics at
scale, both in the Cloud and on the Edge.
we
Key Strength: Predix targets system-wide optimization,
Rather than making one piece of equipment better, the
software aims to create a detailed model that spans the
entire system. The view created by this model allows
both improved optimization of each part of the system
and optimization of the entire system.
Potential Weakness: Predix in its current form is fairly
new to the market, having been released in February
2016. Reports have surfaced claiming that core parts
of GE is Predix software rely on partnerships with other
‘companies, including PTC.
* Cisco loT Cloud: Cisco is offering is designed
around six pillars of technology: network connectivity,
fog computing, data analytics, security (cyber
and physical), management and automation, and
application enablement. The Cisco loT Cloud
addresses challenges across a wide variety of
industries, including manufacturing, utiles, oil and
gas, transportation, mining, and the public sector.
Key Strength: Cisco has a strong background and
support for lloT applications at layers 1 through 4 and
potentially 5 of the OSI model of interconnectivity. This
is a wide product offering for general networking and
Internet connectivity.
Potential Weakness: Cisco is loT Cloud lacks direct
‘support for legacy endpoint devices including sensors,
instrumentation, and other OT-specific assets. The core
function of the Cisco loT Cloud appears to be network
connectivity, with OT integration needs being a lower
priority
+ IBM Watson IoT: Another platform as a service
based on open standards ( Cloud Foundry, Docker,
Openstack), Watson loT Platform is designed to
simplify cognitive IoT development. The platform
Advancing Automation eBook
PAGE 33connects sensors to cloud applications using IBM
Bluemix, which includes the Node-RED development
‘environment (an open-source tool for wiring together
hardware devices, APIs, and online services).
Key Strengths: IBM Watson loT leverages both open
technologies, such as RESTful API architecture, and in-
house-built advanced cognitive computing and artificial
intelligence capabilities.
Potential Weakness: Constant internal IBM
development cycles can slow down users during
application development; current documentation can
be missing or hard to find.
{REST/ul Api} act
‘© PTC Thingworx: PTC Thingworx was recently
named by BCC Research as the Internet of Things
application enablement platform market share leader
with 279% market share. Thingworx has three pillars of
technology: core application enablement, connection
services with device and cloud adopters, and edge
connectivity using the Edge MicroServer and Edge
“Always On" SDK.
Key Strengths: PTC is platform architecture takes
a holistic approach to connectivity, from end data
points and devices all the way to the cloud. Thingworx.
integrates with cloud providers such as AWS loT
Service, Microsoft Azure loT Hub, Salesforce loT Cloud,
and many others and has vast OT protocol support
through recent acquisition of Kepware Technologies.
Potential Weakness: Core features include software
tools and products acquired through company
acquisitions; internal technology integration pitfalls are
potential concern.
Recommendation: The market is still forming in lloT
platforms. Two considerations to take into account:
PTC Thingworx currently holds the largest market
share for lloT platforms
IBM Watson IoT has strong cognitive computing
capabilities.
No matter which platform is chosen for any given lloT
application, the key to successful oT application
development and rollout lies in system interoperability,
and overcoming software and hardware integration
challenges.
Open Source and Open Standards Provide
Interoperability Solutions
In the recent developer survey conducted by the
Eclipse loT Working Group, IEEE loT and Agile !oT,
almost a third of respondents indicated interoperability
‘as a major concern related to developing lloT solutions.
While there has been widespread adoption of open
‘communication bus standards like Ethernet for
industrial networks and TCP/IP for addressing and data
transmission, software applications in the OT and IT
realms still lack interoperability. Here are some current
technology solutions to help overcome these hurdles in
2017:
© RESTful APIs: REST{ul (REpresentational State
Transfer) APIs are the tools that stitch together the
Internet and mobile computing as we know them today.
Almost every modern application built for the Internet
‘or mobile devices is built using RESTful APIs. REST
is an architectural style for software development. It
provides developers with a set of constraints to write
their software code against and is the baseline for
critical interoperability in IloT applications. Automation
manufacturer Opto 22 chose the REST architectural
style when developing its industrial controller API,
to ensure interoperability between other web and
software applications. Opto 22 SNAP PAG automation
controllers come with a built-in RESTful web server and,
APL
‘Automationiscom
Advancing Automation eBook
PAGE 34‘* Node-RED: Node-
RED is an innovative
visual wiring tool
to connect edge
‘computing systems
such as industrial
‘automation controllers
to cloud services
such as Amazon Web
Services ™AWS)
loT, IBM® Watson
loT, and Microsoft®
Azure®, An open-
source, cross-platform
technology available on GitHub.com and npmjs.org,
Node-RED is currently available for a variety of platforms,
including OS X®, Microsoft Windows®, Linux®, and
Raspberry Pi'™, and for cloud offerings like IBM Bluemix®
and AT&T® Flow. Node-RED benefits from a large library of
prebuilt javascript applications—over 500 prebuilt nodes—
allowing lloT application developers to leverage existing
software code and deploy it directly into their applications,
Opto 22 is groov IloT application development appliance
‘comes with Node-RED natively builtin and offers
developers a way to rapidly build lloT applications and
mobile operator interfaces.
© OPC: OPC was
designed to connect
applications running
‘on Windows operating
systems to industrial
‘automation devices for data access. In 1996, automation
vendors Fisher-Rosemount, Intellution, Opto 22, and
Rockwell Software formed a task force to develop a
standard for industrial device data access based on
Windows COM and DCOM, and named it OLE for Process
Control, later shortened to OPC. The major drawback to
OPC in its original form (-DA, -HDA, etc.) is that it utilizes
‘a mandatory client-server architecture where a Windows-
only server brokers device specific custom drivers and
protocols from many different devices up to standard
OPC clients again running only on Windows systems.
‘The recent OPC UA specification attempts to overcome
requiring a dedicated Windows PC by removing reliance
‘on COM/DCOM and permitting a server to be embedded
into an edge product like a PLC or PAC.
FOUNDATION
Unfortunately, hardware vendor participation with this
approach is meager, and there are few OPC UA software
clients available (notable exception: groov). In addition,
OPC (and OPC UA) is a large set of specifications
spanning more than 13 documents and 1000 pages.
‘The standard specifies many aspects including transport
protocols, security, services, information models, profiles
and others. Vendors that choose to embed an OPC UA
server into their products should consider development
cost and time to market, flash and RAM footprint size, CPU
Utilization, and ongoing support costs. When considering
OPC for an lloT application, routers, firewalls, and VPNs.
(virtual private networks) have to be addressed. Allin all,
OPC is an excellent solution for Windows software to
‘exchange data with legacy systems particularly on a local
area network. However, for IloT applications where data is
being transported among different types of devices with
different operating systems and constrained hardware
footprints through varying
network architectures, an
alternative protocol may be a
toon ®\MOTE
—_——
‘* MATT: MQTT is a transport
protocol that pushes data using a publish/subscribe (pub/
sub) architecture, and offers several distinct advantages in
lloT applications: open standards and suitability for remote
‘r tenuous connections, and for devices behind a firewall.
Ina pub/sub architecture, clients subscribe to topics that
contain data, which are hosted on an MOTT broker. In a
typical loT application where MOTT is used, you might see
PAC (programmable automation controler) at a remote
site publishing its VO status under a given topic to a broker
located at a headquarters location. Then other systems,
such as HMIs, can subscribe to the topic on the broker
and be updated as the state of the l/O changes.
‘One of the greatest benefits MQTT offers in lloT
applications is that it's an open protocol and OASIS
standard. This means system developers can adopt
MQTT as a communication protocol in their designs no
matter what OS their systems are built around. Adding
MQIT to a newly designed device is generally easier
than embedding OPC UA into a device. MOTT is also
‘an extremely lightweight protocol, which means it uses
less bandwidth to send data than other protocols, such
‘as OPC. This is important in lloT applications where
things may be deployed in remote locations with network
constraints such as low bandwidth, high latency, data
limits, or generally fragile connections. MTT is pub/
sub architecture also makes it ideal for IloT applications
because it pushes data to a broker using an outbound
connection. Most firewalls block inbound traffic (for
‘example, an external OPC client requesting data from an
Advancing Automation eBook
PAGE 35internal OPC server) but allow outbound connections
‘over secure TCP ports, such as 443 for TLS/SSL. In|
an lloT application, for example, a PAC deployed on
‘a remote oil well could open an outbound connection
through a firewall and phone home to report its data to
an MOTT broker that resides at headquarters.
Roadblocks Ahead
Cyber Security Threats
‘The number one concern associated with IloT
application development and rollout today is security. In
2016 the Internet experienced the largest cyber attack
in history. Many popular websites went offine for the
better part of a day as three waves of cyber attacks
hit the DNS infrastructure company DynDNS. And the
attack was perpetrated by a botnet of malware-infected
oT devices, shipped with poor cyber security features
to a customer base uninformed on cyber security
threats and best practices.
Recommendation: According to Gartner, Inc. spending
on IoT secutity is expected to reach $547 milion
in 2018. As investment in lloT security continues,
itis important to establish best practices for cyber
‘security no matter what industry an IloT application
is being deployed to. No device should be connected
to a network without having had a full security audit
performed. OT professionals need to begin adopting
IT security policies and technology, as their technology
is increasingly becoming a participating member of
the IT realm. OT hardware and software vendors need
to establish cyber security as their highest priority in
product development.
Engineering talent shortage
‘There is a systemic lack of experience and manpower,
to create and implement IloT systems. “Perhaps the
hardest challenge to overcome is that of breaking
silos between different disciplines and departments,”
notes Gary Mintchell, an industry-leading writer
‘on automation, control, software, manufacturing,
marketing, and leadership. “The famous ‘IT/OT
Convergence’ that has been discussed for many
years must happen. Control engineers must upgrade
their skills so that they in the very least understand
networking and security. And IT engineers and
architects must understand the difference between
business processes and manufacturing processes.”
Recommendation: OT engineers can increase their
knowledge of IT technology through vendor certification
programs from companies like Cisco, Microsoft, and
CompTIA. IT engineers can increase their knowledge
of OT technology through university extension courses
specifically designed for operations technology, like
control system design and management.
Identifying and Quantifying ROI
For any enterprise lloT project to be successful, itis
important to build a business case before the project
can be started. However, the challenge with lloT
projects is that defining the Return On Investment (RO)
can be difficult. And the new technology resources the
UloT offers, like big data and predictive analytics, require
hardware and software investments to tap into the
benefits lloT applications offer. lloT applications offer
different possibilities with different end results to each
‘organization in each industry. A significant investment
in technology is dificult to make without a proven track
record of the new technology providing a significant
ROI
Recommendation: To determine ROI, start with a pilot
project—which is also a learning experience that will
provide insight into the ROI of future lloT projects.
Cloud-based platform providers often provide reduced-
cost evaluation licenses of their products to prototype
applications and help calculate fully scaled return on
investment. In addition, software development tools
like REST APIs and the Node-RED development
environment can help accelerate lloT application,
prototyping and piloting, reducing the time and
‘expense required to reach return on investment.
Conclusion
The value proposition for many consumer loT
applications has dwindled over the past year, but
the opportunity for industrial loT applications is only
growing. The details of how to connect lloT building
blocks together are stil foggy, but it is clear that
industry has already delivered the blocks themselves.
‘The hardware and software products required to
design, build, and deploy IloT applications are here.
‘And the market is only poised to grow as time passes.
formation on Opto22,
woww.opto22,com
‘Automationiscom
PAGE 36INTERNET
aa
Cady
THINGS
CUM a ect ‘
(PER se etme
aes
5 nt EY a ae
TTT am
.
oPTO 22
www.opto22.com
fionttcom ‘Advancing Automation eBook PAGE 37